Boler Wiseman Financial Services Ltd

Independent financial adviser  8 Tollgate, Romsey extra, Hampshire, SO51 0HE
First meeting at adviser's own cost
We can advise you on
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Graham Wiseman

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

Brian Chapman
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

About us

Boler Wiseman Financial Services Limited was established by a firm of Chartered Accountants to ensure clients obtain independent, unbiased, holistic, professional advice.

Boler Wiseman Financial Services Limited is a friendly professional team that provides truly independent advice throughout the south of England, with a broad range of expertise across all aspects of financial matters.

Our aim is to assist you in tailoring your finances to achieve your financial goals to suit your lifestyle requirements now and for the future.

This includes the following services:

Lifestyle Financial Planning
Investment Advice
Pension Advice
Inheritance Tax Planning
Protection Advice
Mortgage advice
To find out more about any of the services we provide, or if you have any questions to put to our team, call today on <phone number hidden>.

Where to find us
Head office address: 8 Tollgate, Stanbridge Earls, Romsey, Hampshire, SO51 0HE
Preferred clients
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 6th July 2020

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